|
1976
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$266K
|
-$12.3K
|
-128
|
-5%
|
|
|
1977
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$266K
|
+$4.05K
|
+42
|
+2%
|
|
|
1978
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$265K
|
-$30.6K
|
-318
|
-11%
|
|
|
1979
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$265K
|
+$1.06K
|
+11
|
+0.5%
|
|
|
1980
|
Terril Brothers
St. Louis,
Missouri
|
$265K
|
–
|
–
|
–
|
|
|
1981
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$264K
|
+$235K
|
+2,443
|
New
|
|
|
1982
|
LVW Advisors
Pittsford,
New York
|
$264K
|
-$4.82K
|
-50
|
-2%
|
|
|
1983
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$264K
|
-$738K
|
-7,655
|
-76%
|
|
|
1984
|
Laidlaw Wealth Management
New York City,
New York
|
$263K
|
+$11K
|
+114
|
+5%
|
|
|
1985
|
American Trust
Lexington,
Kentucky
|
$263K
|
+$234K
|
+2,432
|
New
|
|
|
1986
|
Cohen Klingenstein
New York
|
$260K
|
–
|
–
|
–
|
|
|
1987
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$260K
|
–
|
–
|
–
|
|
|
1988
|
Wynn Capital
Augusta,
Georgia
|
$260K
|
+$231K
|
+2,400
|
New
|
|
|
1989
|
Wallace Advisory Group
Lafayette,
California
|
$258K
|
–
|
–
|
–
|
|
|
1990
|
MB Generational Wealth
Spokane,
Washington
|
$257K
|
+$229K
|
+2,372
|
New
|
|
|
1991
|
Maryland Capital Advisors
Chester,
Maryland
|
$257K
|
–
|
–
|
–
|
|
|
1992
|
Schnieders Capital Management
Pasadena,
California
|
$256K
|
-$4.34K
|
-45
|
-2%
|
|
|
1993
|
City State Bank
Norwalk,
Iowa
|
$255K
|
–
|
–
|
–
|
|
|
1994
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$255K
|
+$227K
|
+2,354
|
New
|
|
|
1995
|
Banco Santander
Madrid,
Spain
|
$255K
|
-$259K
|
-2,684
|
-53%
|
|
|
1996
|
Planning Directions
Glen Mills,
Pennsylvania
|
$253K
|
-$14.7K
|
-153
|
-6%
|
|
|
1997
|
Investmark Advisory Group
Shelton,
Connecticut
|
$253K
|
+$1.64K
|
+17
|
+0.7%
|
|
|
1998
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$253K
|
-$86.6K
|
-899
|
-28%
|
|
|
1999
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
2000
|
Wade Financial Advisory
Campbell,
California
|
$252K
|
+$224K
|
+2,329
|
New
|
|
